When building effective teams with a Customer Relationship Management (CRM) platform, businesses are met with an abundance of data, yet lack the tools to harness their potential in a way that benefits everyone. As a result, many organizations are forced to rely on dedicated developers to take on the time-consuming (and expensive) challenge of customizing their CRM for each team, role, and individual.
We’ve found a way around this with Kizen – the platform has a highly robust permission management tool that can be broken down to the most granular level and assigned to teams, users, groups, or an entire organization.
As you may have experienced, many typical CRMs have preset values or permission groups that have to be carved or flexed to fit every organization’s growing complexities and needs. Like other CRM tools, Kizen allows you to take advantage of best practices via Templated Groups. However, in Kizen, you can customize permissions with an unlimited number of User Type and Permission Group options and create split assignments and permissions, the likes of which have never been seen!
So, how does that make our teams better?
We build off of these permissions and groups throughout the platform.
Let’s take Dashboards, for example.
It’s as simple as using PowerPoint to create an individual user experience completely different from someone working on the team down the hall, the desk next to them, or the couch at home. This can be as simple as only showing “My Records” on all sorts of records or as complex as building out a Partner Platform Portal on top of all the data you already have. Kizen did that last part already!
Complex tech doesn’t have to hold your team back so let’s stop settling for one-size-fits-all and get on board with building better teams.